Institutional Ownership J P Morgan Exchange Traded Fd (JEPI)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JEPI). We have compiled data on the 1,253 institutions that hold shares in the stock, with a total of 291 Million shares, which have been reported (via 13F filing form) to have a value of $17.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
24,691
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
24,560
shares
|
$1.44 Million
0.18% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
24,350
shares
|
$1.43 Million
0.29% of portfolio
|
Q4 2024
Added 76.69%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
24,331
shares
|
$1.43 Million
0.49% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
24,309
shares
|
$1.43 Million
1.09% of portfolio
|
Q4 2024
Added 10.89%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
24,288
shares
|
$1.43 Million
0.37% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
24,218
shares
|
$1.42 Million
0.03% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
24,176
shares
|
$1.42 Million
0.03% of portfolio
|
Q4 2024
Added 41.28%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
24,010
shares
|
$1.41 Million
1.16% of portfolio
|
Q2 2024
Added 18.68%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
24,001
shares
|
$1.41 Million
0.68% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
23,966
shares
|
$1.41 Million
1.1% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
23,852
shares
|
$1.4 Million
0.25% of portfolio
|
Q4 2024
Added 28.26%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
23,615
shares
|
$1.39 Million
0.35% of portfolio
|
Q4 2024
Added 18.5%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
23,584
shares
|
$1.39 Million
0.32% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
23,573
shares
|
$1.39 Million
0.32% of portfolio
|
Q4 2024
Added 143.77%
|
|
|
Chronos Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
23,415
shares
|
$1.38 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
23,319
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
23,230
shares
|
$1.37 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
23,096
shares
|
$1.36 Million
0.17% of portfolio
|
Q3 2022
Added 15.52%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
23,075
shares
|
$1.36 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
23,074
shares
|
$1.36 Million
0.44% of portfolio
|
Q4 2024
Added 13.02%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
23,050
shares
|
$1.36 Million
0.55% of portfolio
|
Q3 2024
Reduced 60.96%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
22,926
shares
|
$1.35 Million
0.33% of portfolio
|
Q4 2024
Added 15.92%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
22,876
shares
|
$1.34 Million
0.1% of portfolio
|
Q4 2024
Reduced 11.74%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
22,767
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.43%
|